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Earnings Call

Jagsonpal Pharmaceuticals Earnings Call: Key Takeaways

Jagsonpal reported Q4 revenue of ₹64cr (up 10% YoY) and FY26 revenue of ₹287cr (up 7%). Strategy focuses on MR productivity and portfolio rejuvenation in Gynaecology and Dermatology.

Why this was an Alfa AlertNot a filter event. FY26 revenue growth of 7% was modest and management did not explicitly state a material beat over prior guidance.
Highlights
Revenue growthQ4 revenue grew 10% YoY to INR 64 crores.
MarginsEBITDA margins stable at 16% for Q4; FY26 margin approx 21%.
Demand visibilityStrong demand in Gynaecology and Dermatology therapies.
Management confidenceHigh confidence in 1.5x IPM growth and accelerating FY27 momentum.

Growth

FY26 Net Profit grew 19% before exceptions. Q4 PAT rose 31% YoY to ₹9cr with 14% margin.

Outlook

Targeting 1.5x Indian Pharma Market growth (approx. 12-15%); ₹40cr buyback and 200% dividend announced.

Risks

Macro risks and execution on new molecules; potential cost pressures from raw materials and packaging via CMOs.

Source

Earnings Call filed with NSE, NSE: JAGSNPHARM. Summary written with AI assistance from the document.

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Jagsonpal Pharmaceuticals Ltd: key numbers

Share price
₹242.29
Market cap
₹1,598 Cr
Revenue (annual)
₹287.2 Cr
Net profit (annual)
₹43.08 Cr
P/E (TTM)
35.1×Sector 50.4×
Promoter holding
69.05%+1.16% QoQ
FII holding
2.30%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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